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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,600 | $110,212-85.8% | $96,534-83.8% | $139,466-88.8% |
| Participation rate | 53.8% | 78.1%-24.3pp | 76.0%-22.1pp | 80.3%-26.5pp |
| Annual return | 21.91% | 26.42%-4.5pp | 25.88%-4.0pp | 373.66%-351.8pp |
| Employer contribution / active EE | $1,867 | $3,620-48.4% | $2,965-37.0% | $4,754-60.7% |
| Participant deferral / active EE | $2,736 | $5,547-50.7% | $4,851-43.6% | $6,712-59.2% |
| Admin fee / account holder | $1,960 | $11,599-83.1% | $8,253-76.3% | $11,409-82.8% |